1. CREATE A PROFILE
Employees complete their free profiles to let us know their financial goals, preferences, and major upcoming milestones.
Harness for Employers
Offer a competitive, holistic financial wellness benefit to help your employees with their equity, retirement, and tax planning needs.
AS FEATURED IN
Do more with your finances
A sophisticated financial strategy across investments, tax, and estate planning.
Relevant personal advising
Experienced advisory firms who know your industry and your goals.
Your time is valuable
A thoughtful, seamless online firm evaluation process and concierge service.
OUR SERVICE
How it works
Harness Wealth has curated the best financial and tax advisory firms from across the country. We connect employees to the ones with experience custom to their needs and provide a modern, digital evaluation process to help them in your search.
Recommended reading: Managing Employees Through a Liquidity Event: How HR Can Help with Equity Decisions
2. RECEIVE RECOMMENDATIONS
Employees receive personalized recommendations about which financial and tax services they need and referrals to firms that are the most well-suited to them.
3. MEET WITH ADVISORS
Advisor meetings can happen over video, phone, or in person. Employees can decide which firm(s) they’d like to move forward with with guided help from a concierge.
First year fee guarantee
Employees will not be charged an additional fee by Harness Wealth or our firms for using our service.
We also guarantee a 100% refund on first year fees if they are dissatisfied with their firm or advisor.
Terms and Conditions Apply.
